UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Sells 58,289 Shares of Salesforce Inc. $CRM

Posted by Francis Steltz on Jun 13th, 2026

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC cut its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 0.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,395,107 shares of the CRM provider’s stock after selling 58,289 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Salesforce were worth $2,223,948,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in CRM. Norges Bank bought a new stake in Salesforce during the fourth quarter worth $3,182,951,000. Capital World Investors increased its holdings in shares of Salesforce by 159.0% during the third quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock worth $4,106,255,000 after buying an additional 10,636,161 shares in the last quarter. Capital International Investors increased its holdings in shares of Salesforce by 13.3% during the fourth quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock worth $6,019,199,000 after buying an additional 2,669,891 shares in the last quarter. Hotchkis & Wiley Capital Management LLC acquired a new position in shares of Salesforce during the third quarter worth $484,852,000. Finally, Alyeska Investment Group L.P. increased its holdings in shares of Salesforce by 285.4% during the third quarter. Alyeska Investment Group L.P. now owns 2,487,627 shares of the CRM provider’s stock worth $589,568,000 after buying an additional 1,842,117 shares in the last quarter. 80.43% of the stock is currently owned by institutional investors.

Salesforce Trading Down 0.2%

Shares of CRM stock opened at $166.07 on Friday. The company has a market cap of $136.01 billion, a P/E ratio of 19.22, a PEG ratio of 1.04 and a beta of 1.16. The stock has a 50 day simple moving average of $180.10 and a two-hundred day simple moving average of $206.89. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. Salesforce Inc. has a fifty-two week low of $161.40 and a fifty-two week high of $276.80.

Salesforce (NYSE:CRM – Get Free Report) last issued its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 EPS for the quarter, beating the consensus estimate of $3.13 by $0.75. The company had revenue of $11.13 billion during the quarter, compared to the consensus estimate of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm’s revenue for the quarter was up 13.3% compared to the same quarter last year. During the same period last year, the business posted $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. Research analysts forecast that Salesforce Inc. will post 10.29 earnings per share for the current year.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be paid a $0.44 dividend. The ex-dividend date is Thursday, June 11th. This represents a $1.76 annualized dividend and a dividend yield of 1.1%. Salesforce’s dividend payout ratio (DPR) is currently 20.37%.

Salesforce announced that its Board of Directors has approved a stock buyback plan on Monday, March 16th that permits the company to repurchase $25.00 billion in shares. This repurchase authorization permits the CRM provider to repurchase up to 14.1% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board of directors believes its stock is undervalued.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Salesforce’s latest quarter was strong, with revenue of $11.13 billion, EPS of $3.88, and AI/data ARR rising to $3.4 billion; Agentforce alone reached $1.2 billion in ARR, reinforcing the company’s AI growth story and supporting the bullish case. Article Title
Positive Sentiment: Erste Group Bank raised its earnings expectations for Salesforce, estimating FY2027 EPS at $10.17 and FY2028 EPS at $11.07, which suggests confidence in longer-term profitability. Article Title
Positive Sentiment: Salesforce is getting renewed attention from market watchers, and several articles highlight that its AI pivot and low valuation could attract investors if execution continues to improve. Article Title
Neutral Sentiment: Salesforce is also being discussed in the context of broader software-sector weakness, with investors favoring AI infrastructure and chip names over traditional subscription software. Article Title
Negative Sentiment: Salesforce announced another round of layoffs tied to its AI and Marketing Cloud teams, signaling restructuring pressure as it shifts toward AI-focused and usage-based monetization models. Article Title
Negative Sentiment: Several reports note that CRM shares are near 52-week lows as investors worry the market is rotating away from legacy software names, keeping pressure on the stock despite solid fundamentals. Article Title

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the stock. HSBC upped their price target on shares of Salesforce from $350.00 to $356.00 and gave the stock a “buy” rating in a report on Friday, May 29th. Wall Street Zen upgraded shares of Salesforce from a “hold” rating to a “buy” rating in a report on Saturday, June 6th. TD Cowen reiterated a “buy” rating on shares of Salesforce in a report on Friday. Jefferies Financial Group reiterated a “buy” rating on shares of Salesforce in a report on Tuesday, May 26th. Finally, BTIG Research reiterated a “buy” rating and set a $255.00 price target on shares of Salesforce in a report on Tuesday, May 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $259.26.

View Our Latest Stock Analysis on Salesforce

Insider Activity

In other news, Director David Blair Kirk bought 2,570 shares of Salesforce stock in a transaction dated Wednesday, March 18th. The stock was bought at an average cost of $194.62 per share, for a total transaction of $500,173.40. Following the purchase, the director directly owned 13,689 shares in the company, valued at approximately $2,664,153.18. This represents a 23.11% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Laura Alber bought 2,571 shares of Salesforce stock in a transaction dated Thursday, March 19th. The stock was purchased at an average price of $194.58 per share, with a total value of $500,265.18. Following the completion of the purchase, the director owned 9,530 shares in the company, valued at $1,854,347.40. This trade represents a 36.94% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 3.50% of the company’s stock.

Salesforce Company Profile

(Free Report)

Salesforce, founded in 1999 and headquartered in San Francisco, is a global provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company popularized the software-as-a-service (SaaS) model for CRM and has built a broad portfolio of products designed to help organizations manage sales, service, marketing, commerce and analytics through a unified, cloud-first platform.

Core offerings include Sales Cloud for sales automation, Service Cloud for customer support, Marketing Cloud for digital marketing and engagement, and Commerce Cloud for e-commerce.